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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo
AUM masivo
Más de $200 mil millones
AUM elevado
De $10 mil millones a $200 mil millones
AUM medio
De $2B a $10B
AUM bajo
De $250M a $2B
AUM micro
Menos de $250M
Menos de 10%
Menos de 20%
Menos de 40%
Menos de 60%
Menos de 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Nombre | AUM |
Crecimiento de AUM |
AUM Crecimiento % |
Trim. Rend. est. |
Rendimiento est. a 3 años | Posiciones en cartera | Rotación de cartera |
Tenencia prom. (años) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3401 |
3401
HHM Wealth Advisors
Chattanooga,
Tennessee
| USD 368 M | +USD 44.5 M | +14% | 6.79% | 62.3% | 670 | 15.07% | 1.1 |
|
| 3402 |
3402
The Family Firm
Bethesda,
Maryland
| USD 367 M | +USD 20.9 M | +6% | 5.59% | 40.2% | 177 | 5.08% | 3.6 |
|
| 3403 |
3403
Schnieders Capital Management
Pasadena,
California
| USD 367 M | +USD 33.7 M | +10% | 6.72% | 103% | 190 | 6.84% | 4.2 |
|
| 3404 |
3404
Lafayette Investments
Ashton,
Maryland
| USD 367 M | +USD 54.6 M | +17% | 5.96% | 77.9% | 125 | 28.8% | 2.9 |
|
| 3405 |
3405
Sugarloaf Wealth Management
Duluth,
Georgia
| USD 367 M | +USD 32 M | +10% | 5.45% | 10.2% | 806 | 10.67% | 1.2 |
|
| 3406 |
3406
Elephas Investment Management
Hong Kong
| USD 367 M | -USD 63.8 M | -15% | 4.91% | 422% | 22 | 86.36% | 0.1 |
|
| 3407 |
3407
Procyon Advisors
Shelton,
Connecticut
| USD 367 M | +USD 143 M | +64% | 6.4% | 92.3% | 307 | 25.73% | 1 |
|
| 3408 |
SC
3408
Saybrook Capital
Winston Salem,
North Carolina
| USD 366 M | +USD 37.3 M | +11% | 10% | 67.1% | 51 | 1.96% | 5.7 |
|
| 3409 |
3409
Cypress Wealth Services
Palm Desert,
California
| USD 366 M | -USD 112 M | -23% | 7.18% | 82.7% | 315 | 23.81% | 0.5 |
|
| 3410 |
3410
Matthew 25 Management Corp
Ambler,
Pennsylvania
| USD 366 M | +USD 31.7 M | +9% | 9.57% | 141% | 21 | 4.76% | 4.8 |
|
| 3411 |
LDFR
3411
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
| USD 366 M | +USD 9.7 M | +3% | 4.32% | 37.5% | 231 | 6.93% | 1.8 |
|
| 3412 |
3412
Technology Crossover Management X
Menlo Park,
California
| USD 366 M | -USD 67.1 M | -16% | 1.69% | 73.1% | 4 | 25% | 0.5 |
|
| 3413 |
3413
Solus Alternative Asset Management
Summit,
New Jersey
| USD 366 M | +USD 93.2 M | +34% | 0.81% | 79.3% | 12 | 25% | 1.3 |
|
| 3414 |
3414
Paragon Wealth Strategies
Jacksonville,
Florida
| USD 365 M | +USD 36.3 M | +11% | 5.9% | 59.8% | 297 | 87.21% | 0.1 |
|
| 3415 |
3415
Sage Advisory Services
Austin,
Texas
| USD 365 M | -USD 45.4 M | -11% | 4.15% | 33.9% | 57 | 17.54% | 1.6 |
|
| 3416 |
3416
Steel Grove Capital Advisors
Memphis,
Tennessee
| USD 365 M | +USD 58.8 M | +19% | 6.72% | 106% | 147 | 13.61% | 2.7 |
|
| 3417 |
3417
White Lighthouse Investment Management
Bedford,
Massachusetts
| USD 365 M | +USD 38.2 M | +12% | 6.13% | 62% | 124 | 8.87% | 2.5 |
|
| 3418 |
3418
Brevan Howard Capital Management
St. Helier,
Jersey
| USD 365 M | -USD 316 M | -46% | 2.91% | 148% | 61 | 42.62% | 0.5 |
|
| 3419 |
3419
Nightview Capital
Austin,
Texas
| USD 365 M | -USD 10.1 M | -3% | 4.87% | 170% | 12 | 25% | 1.4 |
|
| 3420 |
3420
Carderock Capital Management
Chevy Chase,
Maryland
| USD 365 M | +USD 30 M | +9% | 9.72% | 97.6% | 87 | 19.54% | 4.6 |
|
| 3421 |
3421
Oliver Luxxe Assets
Gladstone,
New Jersey
| USD 365 M | +USD 31 M | +9% | 7.35% | 137% | 208 | 24.04% | 1.5 |
|
| 3422 |
3422
Delphi Financial Group
Wilmington,
Delaware
| USD 364 M | +USD 33.5 M | +10% | 12.2% | 66.3% | 34 | 11.76% | 2.2 |
|
| 3423 |
3423
Univest Financial
Souderton,
Pennsylvania
| USD 364 M | +USD 9.48 M | +3% | 6.78% | 82.6% | 114 | 14.04% | 3.6 |
|
| 3424 |
3424
Old Second National Bank of Aurora
Aurora,
Illinois
| USD 364 M | +USD 5.51 M | +2% | 7.28% | 93.7% | 340 | 9.12% | 4.7 |
|
| 3425 |
ECM
3425
Endurant Capital Management
San Mateo,
California
| USD 364 M | -USD 19.7 M | -5% | 2.45% | 18.4% | 83 | 57.83% | 0.5 |
|